Client Experience Coordinator

3 days ago

Morristown, Tennessee, United States Simon Quick Advisors Full time
About the Role

We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Simon Quick Advisors. As a key member of our Client Advisor team, you will play a critical role in supporting our clients and ensuring their needs are met.

Key Responsibilities
  • Client Support: Provide exceptional support to our clients, responding to their inquiries and requests in a timely and professional manner.
  • Documentation and Administration: Populate and process documentation for client onboarding, investments, and other account maintenance, ensuring accuracy and attention to detail.
  • Investment Tracking: Track, enter, and reconcile investment activity across our proprietary database, various custodians, and our reporting provider, monitoring daily activity reports to ensure seamless execution.
  • Communication and Collaboration: Interact with third-party service providers, tax professionals, and other advisors to ensure seamless communication and collaboration.
  • Confidentiality and Security: Maintain client confidentiality and assist in identifying potentially fraudulent activity, upholding the highest standards of security and integrity.
Requirements
  • Education: Bachelor's degree.
  • Experience: 0-3 years of working experience.
  • Skills: Proficiency in programs including DocuSign, Adobe (PDF) Writer, Salesforce, Microsoft Office, particularly Excel, Outlook, Planner, and Word.
Competencies
  • Reliability and Commitment: Consistently dependable, meets deadlines, and fulfills responsibilities with dedication and quality.
  • Planning and Organizing: Effectively prioritizes tasks, manages time well, and ensures resources are used efficiently to achieve goals.
  • Process Management: Streamlines workflows, optimizes resources, and ensures consistent, high-quality outcomes.
  • Initiative: Proactively identifies opportunities, takes action, and drives improvements.
  • Growth Mindset: Embraces challenges, learns from feedback, and continuously seeks to improve skills and knowledge.
  • Energy: Brings enthusiasm and a positive attitude to tasks, maintaining high levels of motivation and productivity.
  • Accountability: Takes responsibility for actions and outcomes, consistently delivering on commitments and owning both successes and mistakes.
  • Attention to Detail: Thoroughly reviews work, ensuring accuracy and precision in every task.
  • Client Focus: Prioritizes client needs, delivers exceptional service, and builds strong, lasting relationships through effective communication and responsiveness.
  • Collaboration and Teamwork: Works effectively with others, shares information openly, and contributes to team goals while respecting diverse perspectives and ideas.
Physical Requirements
  • Must be able to remain in a stationary position 50% of the time.
  • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
  • The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.

Simon Quick Advisors, LLC is an Equal Opportunity Employer and we do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.

  • Client Service Representative

    4 weeks ago

    Morristown, Tennessee, United States Zelis Full time

    **Job Summary** The Zelis Client Service Representative is a key member of our team, responsible for delivering exceptional customer service and support to our provider clients. As a Client Service Representative, you will be the primary point of contact for our clients, handling their inquiries, resolving issues, and providing guidance on our payment...

  • Client Service Representative

    1 week ago

    Morristown, Tennessee, United States Zelis Full time

    **Job Summary** The Zelis Client Service Representative is a key member of our team, responsible for delivering exceptional customer service and support to our provider clients. As a Client Service Representative, you will be the primary point of contact for our clients, handling their inquiries, resolving issues, and providing guidance on our payment...

  • Logistics Coordinator

    2 weeks ago

    Morristown, Tennessee, United States Tempcontrolled Full time

    Job Title: Logistics CoordinatorAt Tempcontrolled, we are seeking a highly organized and detail-oriented Logistics Coordinator to join our team. As a key member of our logistics team, you will be responsible for coordinating and managing shipments of temperature-controlled products for our biotech and pharmaceutical clients, both domestically and...

  • Per Diem Pediatric Nurse

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Per Diem Pediatric NurseWe are seeking a skilled Per Diem Pediatric Nurse to join our team at a premier healthcare facility in Morristown, New Jersey.Job Summary:This Per Diem Pediatric Nurse position offers the opportunity to work in a dynamic and fast-paced environment, providing high-quality patient care to children and adolescents. As a Per...

  • Logistics Coordinator Specialist

    4 weeks ago

    Morristown, Tennessee, United States Tempcontrolled Full time

    {"Job Title": "Logistics Coordinator", "Job Summary": "At Tempcontrolled, we are seeking a highly organized and detail-oriented Logistics Coordinator to join our team. This role involves coordinating and managing shipments of temperature-controlled products for our biotech and pharmaceutical clients, both domestically and internationally. The products we...

  • Logistics Coordinator

    4 weeks ago

    Morristown, Tennessee, United States Tempcontrolled Full time

    Job Title: Logistics CoordinatorJob Summary: Tempcontrolled is a dynamic and fast-growing logistics company that specializes in temperature-controlled products for the biotech and pharmaceutical industry. We are committed to providing exceptional customer service and ensuring the timely and efficient delivery of our clients' products.Key Responsibilities and...

  • Crisis Services Coordinator

    2 weeks ago

    Morristown, Tennessee, United States McNabb Center Full time

    Job SummaryThe Hamblen Crisis Services Coordinator is a critical role within the McNabb Center, responsible for providing administrative support, clinical direction, and crisis intervention services to individuals in need. This position requires a unique blend of administrative and clinical skills, as well as the ability to work effectively in a fast-paced...

  • Traveling Registered Nurse

    2 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Labor and Delivery Travel NurseHealthEcareers - Client is seeking a skilled Labor and Delivery Travel Nurse to join their team.Job SummaryWe are looking for a dedicated and compassionate Registered Nurse to provide high-quality patient care in a Labor and Delivery setting. The ideal candidate will have experience in Labor and Delivery and be able...

  • Travel Nurse RN Position

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: RN - PACU - Post Anesthetic CareCareer Opportunities at HealthEcareers - ClientWe are seeking a skilled RN - PACU - Post Anesthetic Care professional to join our team at HealthEcareers - Client in Morrisville, Vermont.Job SummaryThis is a travel nursing opportunity for a RN - PACU - Post Anesthetic Care professional to work in a dynamic healthcare...

  • Local Contract Nurse RN Labor and Delivery

    2 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Local Contract Nurse RN Labor and DeliveryHealthEcareers - Client is seeking a skilled Local Contract Nurse RN Labor and Delivery to join their team in Morristown, New Jersey.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: RNDuration: 13 weeksShift: 12 hours, nightsEmployment Type: Local ContractPerks: Weekly pay, Guaranteed...

  • Radiology Imaging Specialist

    2 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Radiology TechnicianHealthEcareers - Client is seeking a skilled Radiology Technician to join their team. As a Radiology Technician, you will be responsible for operating imaging equipment to produce high-quality diagnostic images for patients.Job Description & RequirementsSpecialty: RadiologyDiscipline: Allied Health ProfessionalDuration: 13...

  • Travel Nurse RN Position

    2 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RNHealthEcareers - Client is seeking a skilled Travel Nurse RN to join their team in Morristown, New Jersey.Job Summary:We are looking for a dedicated and compassionate Travel Nurse RN to provide high-quality patient care in a Hospice setting. As a Travel Nurse RN, you will have the opportunity to work with a variety of patients and...

  • Travel Nurse RN Cardiac Cath Lab

    3 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Cardiac Cath Lab Travel Nurse RNHealthEcareers - Client is seeking a skilled Cardiac Cath Lab Travel Nurse RN to join their team for a 13-week assignment in Morristown, New Jersey.Job DetailsSpecialty: Cardiac Cath LabDiscipline: RNDuration: 13 weeksHours: 36 hours per weekShift: 9 hours, daysEmployment Type: TravelWe offer a competitive pay...

  • Accounts Receivable Coordinator

    4 weeks ago

    Morristown, Tennessee, United States Fox Rothschild Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Accounts Receivable Coordinator to join our team at Fox Rothschild LLP. As a key member of our finance department, you will be responsible for processing client payments, maintaining accurate records, and providing exceptional customer service.Key ResponsibilitiesProcess and post cash receipts...

  • Travel Nurse RN

    4 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled Registered Nurse to join our team as a Med Surg / Telemetry nurse at a top healthcare facility. As a Med-Surg nurse, you will provide high-quality patient care and work collaboratively with the healthcare team to ensure the best possible outcomes.Key ResponsibilitiesProvide routine treatment and post-surgical care to adult...

  • Local Contract Nurse RN Labor and Delivery

    2 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job Title: Local Contract Nurse RNHealthEcareers - Client is seeking a skilled Local Contract Nurse RN to join their team in Morristown, New Jersey.Job Description & RequirementsSpecialty: Labor and DeliveryDiscipline: Registered Nurse (RN)Duration: 13 weeksShift: 12 hours, nightsEmployment Type: Local ContractAs a Local Contract Nurse RN, you will have the...

  • Travel Nurse RN Specialist

    4 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Job OpportunityeTeam Inc - Secondary is seeking a skilled travel nurse RN for a NICU - Neonatal Intensive Care position in New Jersey.Job DetailsSpecialty: NICU - Neonatal Intensive CareDiscipline: RNEmployment Type: TravelPerks: Medical, Dental, Vision, 401k (After 30 Days)eTeam was formed in 1999 with the goal of becoming the company of choice for clients,...

  • Client Support Specialist

    1 week ago

    Morristown, Tennessee, United States Zelis Healthcare Full time

    Job Title: Client Support SpecialistJob Summary:Zelis Healthcare is seeking a highly skilled Client Support Specialist to join our team. As a key member of our client services team, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to...

  • Travel Nurse RN Position

    4 weeks ago

    Morristown, Tennessee, United States HealthEcareers - Client Full time

    Travel Nursing OpportunityHealthEcareers - Client is seeking a skilled travel nurse to provide high-quality care to patients in need of hospice services.Job DetailsSpecialty: HospiceDiscipline: RNShift: 8 hours, daysEmployment Type: TravelThe ideal candidate will have experience working in hospice care and be able to provide compassionate and skilled care to...

  • Client Service Associate

    4 weeks ago

    Morristown, Tennessee, United States Simon Quick Advisors Full time

    Job SummarySimon Quick Advisors is seeking a highly organized and detail-oriented Client Service Associate to support our Client Advisor team with day-to-day client needs and requests. As a key member of our team, you will play a critical role in ensuring seamless client experiences and maintaining the highest level of service quality.Key...